Workday CEO Carl Eschenbach: Building the System of Record for the AI Era
https://sequoiacap.com/podcast/training-data-carl-eschenbach/
Why I’m sharing & what I found interesting
Eschenbach validates the supremacy of domain-specific data. He understands that a generalized frontier model is functionally useless to a CFO or CHRO without the underlying, proprietary schema of the enterprise.
This is the exact playbook for enterprise incumbents. Managing massive stores of experience and operational data teaches you one absolute truth: raw intelligence is a commodity, but secure, compliant, contextual data is a monopoly.